See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,544 | $76,000+21.8% | $154,107-39.9% | $64,186+44.2% |
| Participation rate | 31.4% | 70.4%-39.0pp | 83.0%-51.6pp | 69.6%-38.1pp |
| Annual return | -6.78% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $730 | $3,351-78.2% | $5,298-86.2% | $2,381-69.3% |
| Participant deferral / active EE | $1,283 | $3,175-59.6% | $5,081-74.7% | $3,470-63.0% |
| Admin fee / account holder | $1,769 | $5,596-68.4% | $13,411-86.8% | $4,888-63.8% |